CRM for Cleaners: Grow Your Cleaning Business
CRM for cleaning businesses: manage customers, schedules, and jobs without spreadsheets. Simple software to grow your cleaning business.
The Challenges You Face
As a cleaners, managing client relationships comes with unique challenges:
- Keeping track of regular and one-off customers
- Managing schedules and job details
- Following up on quotes quickly
- Getting repeat bookings and referrals
- Competing with other local cleaners
- Finding time for admin around cleaning jobs
How Kabooly Helps
Kabooly CRM is designed to solve these problems:
- All customers and job history in one place
- Pipeline tracks quotes to booked jobs
- Notes store access codes and preferences
- Email past customers when you have availability
- Mobile access to check details on the go
- Track where your best customers find you
Key Features for Cleaners
Everything you need to manage your cleaners business effectively.
Contact Management
Keep all your customer information in one place, accessible to your whole team.
Deal Pipeline
Track every opportunity from first contact to closed deal with visual pipelines.
Email Campaigns
Create and send professional email campaigns to your contacts and marketing lists.
Workflow Automations
Automate repetitive tasks with visual, trigger-based workflows.
Booking System
Let clients book appointments directly with you, synced to your calendar.
Lead Attribution
Understand exactly where your leads come from and which marketing channels work.
Simple Pricing for Cleaners
Choose the plan that fits your business. No hidden fees, no surprises.
Starter
Perfect for small teams getting started with CRM.
Get Started- 1,000 contacts
- 3 team members
- 5 marketing lists
- 10 email templates
- 10 active deals
- 3 forms
- 3,000 emails/month
Professional
For growing businesses that need more capacity.
Get Started- 7,000 contacts
- 10 team members
- 10 marketing lists
- 20 email templates
- 20 active deals
- 10 forms
- 10,000 emails/month
Enterprise
For larger teams with high-volume needs.
Get Started- 30,000 contacts
- Unlimited team members
- Unlimited marketing lists
- Unlimited email templates
- Unlimited active deals
- Unlimited forms
- 100,000 emails/month
CRM Questions for Cleaners
Can I store access codes and property details?
Yes, add any information you need to customer records: access codes, alarm details, parking notes, cleaning preferences. Everything's in one place.
How do I track regular and one-off customers?
Use tags to categorise customers by service type. Track regular clients separately from one-off deep cleans, and manage both in the same system.
Can I access customer details on my phone?
Yes, Kabooly works great on mobile browsers. Check property details, access codes, and customer notes from your phone before each job.
How do other cleaners use Kabooly?
Cleaners typically use Kabooly to store customer and property details, track quotes, manage their schedule, follow up on enquiries, and contact past customers when they have availability.
How do I follow up on quotes?
Your pipeline shows which quotes are waiting for a response. Set reminders to follow up and convert more enquiries into bookings.
Can I email past customers about availability?
Create a marketing list of past customers and email them when you have gaps in your schedule. Past customers often need cleaning again.
How do I know which advertising works?
Lead attribution shows where your enquiries come from. Know whether customers find you through Google, Facebook, leaflets, or referrals.
Is it easy to use alongside cleaning jobs?
Kabooly is designed to be simple. Most cleaners are comfortable with the basics quickly. It saves time rather than creating more admin.
How a cleaning business runs in Kabooly
Not a feature list. This is the setup most domestic and commercial cleaners end up with.
Pipeline stages that match how work is won
Stages are yours to define. Cleaners usually land on Enquiry, Visit Booked, Quoted, Booked, Regular, and Cancelled. Cancelled being a stage rather than a deletion is what lets you win those customers back later.
Access, keys and preferences on the record
Contacts carry tags and custom fields, so the alarm arrangements, key holder, parking, frequency, pets and any product a customer cannot have in the house are recorded once and read by whoever covers the job.
An enquiry form that asks what you need to quote
Build the form, ask for postcode, property size and how often they want you, and embed it on your site. The submission creates the contact with those answers stored, so you are not phoning back just to ask how many bedrooms.
Quote visits customers book themselves
Set up a booking type for a quote visit or a first clean, set the hours you can be somewhere new, and publish the booking widget. Kabooly sends the reminder email before the visit automatically, so fewer people forget to be in.
Quotes chased instead of forgotten
Kabooly does not produce your quotes. It makes sure the ones you gave get followed up, because moving a deal to Quoted can trigger both the follow up email and the task to ring. Domestic cleaning quotes go cold in about a week.
Filling gaps and winning old customers back
Past and cancelled customers keep a tag and sit on a marketing list, so the spring clean campaign or the note about a newly free Thursday morning goes out from your own sending domain rather than as thirty texts.
Three automations worth building in your first week
Each of these is a trigger, an optional wait, and an action. Nothing to code.
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The enquiry answered while you are on a job
When a form is submitted, send an email confirming you have it, with your areas and rough rates, and create a task to call. Cleaning enquiries go to whoever answers, not whoever is best.
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The quote that went quiet
When a deal moves to your Quoted stage, wait three days, then send a short email asking if they would like to get started, and create a task to ring.
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The first clean nobody checked on
When a deal is marked won, wait one week, then send an email asking whether everything was how they wanted it. Small complaints raised early get fixed. Left alone, they become a cancellation you never saw coming.
Ready to Grow Your Cleaners Business?
Start your free trial today and see how Kabooly can help.